Customer Care Consultant
On-site · Australia
Core
First point of contact for clients providing support and guidance on financial products and services via phone, email, and chat.
Role type
Customer Care Consultant
Builds
Customer satisfaction and loyalty in the financial services sector
Domain
Financial services
Deliverable
client delivery
Required skills
Verbal and written communication, CRM software proficiency, account management, problem resolution, upselling and cross-selling
Responsibilities
Respond to customer inquiries via phone, email, and chat; Assist customers with account management and problem resolution; Provide accurate information about financial products; Document customer interactions in CRM; Collaborate with team members to improve service delivery; Identify opportunities for upselling and cross-selling